Visualize Key Insights/Key Takeaways
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Visual Key Insights / Key Takeaways
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1st go back and review the Visualize Key Insights section earlier in the documentation. If you used the Project Checklist while working through your project, you probably already have most of this complete. Now is the time to make it look good and present.
Two Sections:
- Positve / Negative Insight
- GIF / Screenshot proof
Key Insights
- This section will be in two parts - Key Insights & Proof
- Follow the exact guide and examples shown to you in the Visual Key Insights section earlier in the documentation.
- Have a label for Positive and Negative Insight.
- Have a watermarked header in your title that keeps with the theme.
- Everything else in the slide should be Insight which will fill up the rest of the page
- Make sure you have these sections in your table.
KPI
Good or Bad
Responsible Dim
What is good/bad
Where is occurred
When it occurred
The Extent of the good/bad
How I know it is good/bad
- In the "Extent of .../ How I know ..." sections above, you will color the good numbers green and the bad numbers red.
- The Extent of the good/bad will always show the selections that points out your good or bad.
- The "How I know it's good/bad" will always point to a different set of selections that helps explain how good/bad your insight is, by showing how the data normally is.
Proof
- The 2nd portion of the insight will show the proof of your above numbers. Here are examples of proof
a. Create a GIF showing filters on for "Extent" and moving to "How I know" selections. You can also do it reverse by showing "How I know" selection 1st. Either way the gif will back and forth from both set of selection groups so the audience can see the insight in your gif
b. Screenshot of your nicely formatted SQL code with the results. The numbers used in "Extent" should be highlighted in the screenshot.
Words of Wisdom
More often than not you will want to use Date Comparisons such as
- DoD - Decade over Decade
- YoY - Year over Year
- QoQ - Quarter over Quarter
- MoM - Month over Month
- WoW - Week over Week
These comparisons are very good when showing movement or which direction something is headed. When you try to explain these in your insight, below is a guide of how to explain so people can understand
March 2020 YoY = 60%
- Actually means "There was a 60% increase from Feb 2020 to March 2020"
March 2020 MoM = -10%
- Actually means "There was a 10% decrease from Feb 2020 to March 2020"
Sometimes it can be tricky revealing this information in a way where people can understand . Hopefully the above examples help.
Instructions:
- Assign this task to yourself.
- Once you have read through this task and you fully understand it, write a small paragraph with screenshots and notes of what you learned. Then add it as a comment on this task.
- Everyday you work on this task, you will add a minimal of a comment and a screenshot. Gifs are good as well.
- Note: You as well as other people will be reading through your project notes. Make sure you talk about your thoughts at the moment so you and others can relive the experience.
- Upon completion, close the task and navigate back to your Colaberry Project Dashboard.




DW Example

